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Bancassurance Sales Representatives Life at

1 month ago

Nairobi, Nairobi Area, Kenya Sanlam Investments East Africa (SIEA) Full time

Sanlam Investments East Africa (SIEA) is a leading fund manager in the region and has a strong record of accomplishment in service delivery and performance,with over KShs 230 billion (approximately US$ 2.3 billion) in assets under management.

SIEA is part of the Sanlam Group, through its subsidiary Sanlam Emerging Markets.

The Sanlam Group is a leading financial services group with operations in more than 30 African countries and a primary listing on the Johannesburg Stock Exchange.

Primary Responsibilities

Driving Sales:
Focus on generating new business life insurance sales through designated bank partner branches, ensuring both quality and quantity.

Financial Consultation:
Conduct financial talks with prospective clients to understand their needs and propose suitable insurance plans.

Business Processing:

Sign off on all new business received from bank partners, ensuring smooth underwriting processes and compliance with company standards.


Customer Service:
Assist with premium collection and promptly resolve customer queries and complaints to ensure customer satisfaction.

Relationship Building:
Foster productive relationships to expand the pool of prospective clients through networking, cold calling, and referrals.

Needs Assessment:
Evaluate the financial status and needs of individual and business customers, proposing tailored protection plans.

Reporting:
Keep the line manager informed of daily production activities and attend relevant training sessions as required.

Person Specifications

Academic Qualification:
Bachelor's degree in Business Administration/Marketing/Insurance or equivalent. Diploma in Insurance or related field from a recognized institution.

Professional Qualification:
Certificate and Diploma in Insurance from AllK/ACII or equivalent. Qualification in COP/ECOP

Experience:
Minimum of one (1) year relevant experience in Sales.

Skills and Attributes:
Possess all necessary licenses required by Law and/or Regulation.
Proven track record as a Bancassurance Sales Representative or relevant role.
Ability to provide competent guidance and seek expert advice when needed.
Strong goal-oriented approach.
Experience in delivering client-focused solutions and building long-lasting relationships.

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